Senior Relationship Manager – Wealth Management
- Location
- Dubai, Dubai, United Arab Emirates
- Salary
- Not specified
- Company
- Akash pawar
Job description
Role & Company / Project Overview: Join an established, prestigious, dynamic, and growth-oriented wealth platform in Dubai as a Senior Relationship Manager in Wealth Management / Investment Advisory. This leadership position offers significant exposure to global investment opportunities and a chance to expand your career within a collaborative, high-performance team in Dubai's thriving financial hub. Key Responsibilities & Daily Duties: • Lead client relationships, grow the client base, and contribute to business expansion through tailored wealth solutions and investment advisory. • Acquire and manage high-net-worth (HNI) and ultra-high-net-worth (UHNI) clients. • Cultivate deep, long-term client relationships and guarantee exceptional client satisfaction. • Provide advanced investment advisory and bespoke wealth management solutions. • Uncover and execute cross-selling and upselling opportunities across diverse investment products and services. • Formulate high-level client proposals, comprehensive portfolio reviews, and presentations. • Coordinate with internal support and operations teams for frictionless client servicing and transaction execution. • Maintain strict adherence and compliance with regulatory frameworks including KYC and AML mandates. Required Qualifications, Skills & Experience: • Experience Required: 10 to 20 years of relevant professional experience. • Extensive background in Wealth Management, Private Banking, or Investment Advisory with proven HNI/UHNI client acquisition capabilities. • Exceptional client relationship management, negotiation, presentation, and business development skills. • In-depth understanding of investment solutions, global financial markets, portfolio monitoring, and portfolio management. • Proficient in cross-selling, upselling, problem-solving, analytical thinking, and regulatory compliance (KYC/AML). • Prior experience in wealth management, private banking, or investment advisory is preferred. Working Hours, Shifts & Location Details: • Location: Dubai, UAE (Onsite). • Job Type: Full-Time. • Candidate Location Requirement: Only candidates currently based in Dubai/UAE are eligible to apply. No relocation cases from India to Dubai will be entertained. Application Instructions: Eligible candidates currently residing in Dubai/UAE are invited to apply by submitting their updated CVs.